Stewart and Smith Advisory Enriching lives through building better businesses

Chartered Accounting & Taxation Services

At S&S our understanding of tax legislation, specialist skills and deep industry knowledge help our clients realise planning opportunities, meet their compliance responsibilities, and communicate this to the markets and regulators.

We work with businesses at every stage of their life cycle, from early-stage founder, family owned or complex larger group structures.    Our clients come from various industries including but not limited to Venture Capital, Manufacturing, Professional Services, PR & Communications, Advertising, Media, Film & Production, Early Stage Technology, and many more.

Our team of qualified Tax & Compliance experts have over 20 years of experience managing our clients Taxation and Compliance affairs.  We have worked closely with many of our clients over this period.

Manage Compliance Obligations

We proactively manage our clients’ compliance obligations such that there are no surprises.

Structure 12 Month Service Plan

We then structure a 12-month service plan that meets those compliance requirements so that each client is aware of their significant dates for lodgement and deadlines.

Establish Requirements

We establish upfront what our clients’ requirements are and ensure that all their compliance needs have been met.

Our services include but are not limited to:

  • Tax compliance for all individual & entity types including self-managed superannuation funds and deceased estates;
  • Liaison with the ATO and ASIC to meet obligations;
  • Business Activity / Instalment Activity Statements
  • GST obligations
  • Financial Reporting
  • Company secretarial obligations
  • Review of your current structure and how that may be improved
  • Capital Table Maintenance including Employee Share Ownership Plans
  • Liaison with Auditors
  • Liaison with banks and mortgage brokers
  • Preparation of ESVCLP tax statements
  • Preparation and lodgement of Employee Share Scheme Annual Reports

Tax Advisory Services

Our specialists provide advice across a broad spectrum of matters including:

  • Structuring advice including set up and incorporation of company, trust and superannuation structures
  • Capital Gains Tax advice
  • Fringe Benefits Tax advice
  • Tax Planning and minimisation strategies
  • Remuneration planning and salary packaging
  • Staff Incentivisation schemes and alternatives
  • Estate planning
  • Exit strategies advice
  • Specialist advice regarding Payroll tax, PAYG Withholding, & Superannuation
  • GST Advice
  • Stamp Duty & Land Tax Advice

Frequently Asked Questions

We are highly experienced in onboarding our Accounting and Tax clients and it’s more seamless than you would think.   After our initial meeting to understand your requirements, we will ask you to provide all of the historic tax & accounting information that you have available.   Where you don’t have copies, we will liaise with your previous accountant to request this information directly.   We then request access to your accounting system, set you up on our internal digital systems for Tax, ASIC and Accounting and keep you in the loop once all done.

For each of our clients we prepare detailed tax plans after the March BAS has been lodged.  This tax planning covers your whole group, company, trusts, individuals and superannuation funds.   We predict the end of year financial outcomes for the final quarter and year to date tax payments and obligations.  We then prepare a series of scenarios to enable us to discuss alternative outcomes to meet your needs and manage your respective tax profiles.    When we then prepare your year-end work the hard work has been planned up front.

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Ready to Chat?

  Buildings 5&6
1110 Middle Head Road
Mosman NSW 2088


 +61 2 7226 1226
  info@stewartsmithadvisory.com